Athenaeum Liverpool

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12:00 pm

Lunch with Investec

February 26 @ 12:00 pm - 3:00 pm
The Athenaeum Liverpool, Church Alley
Liverpool, L1 3DD United Kingdom
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Tuesday  26 February, 12:00 for 12.30 Talk and Lunch presented by our corporate member Investec. Following the talk a light lunch for attendees will be provided. Numbers are limited so please book early for this event. There will be no charge for this event.   Brexit, Trump and Winne –the-pooh by Stephen Trowbridge Stephen is a Senior Investment Director responsible for a client bank of over £200million, overseeing the investment strategy and management of funds for individuals, trusts, charities, offshore bonds and pension funds. Stephen also sits on the firm’s Global Investment Strategy Group, and Asset Allocation Committee.  After leaving Oxford Stephen spent ten years in the City of London and in Guernsey before joining Rensburg Sheppards (now Investec Wealth & Investment) in Liverpool in 1990.   Cutting-Through inheritance Tax Complexity By Paul Brokenshare Paul has been a Financial Planner since 1991 and provides bespoke, independent financial advice tailored to an individual’s requirements. He specializes in advising high net worth clients and their families across the full spectrum of wealth management matters and in particular, with regard to retirement planning, pensions, general tax planning and inheritance tax planning needs. Paul has held the coveted Chartered Financial Planner status since 2008. He is a Fellow of the Personal Finance Society and a Member of the Chartered Institute for Securities & Investment. Paul is also an Affiliate Member of the Society of Trust and Estate Practitioners and, as such,   operating within an elite group at the forefront of his profession. Schedule  Reception in the Library from 12.00 to 12.30 Presentation from 12.30 to 13.30 Light Lunch from 13.30 to 14.30  

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